Waldemar L Stein Foundation
Waldemar L Stein Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.3M in total assets. In 2026, it awarded 5 grants totaling $57K. Net investment income was $111K.
Waldemar L Stein Foundation at a glance
In short: Waldemar L Stein Foundation gave $57K across 5 grants in 2026 (avg $11K), mostly in Washington. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $57,267
- +7.3% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $11,453
- +7.3% vs 2025
- Median grant
- $8,590
- Total assets
- $1,289,224
- +6.0% vs 2025
- Primary geography
- Washington (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Waldemar L Stein Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Children's Health Care System ($17K). Together the top 5 received $57K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
How Waldemar L Stein Foundation gives
- Giving held roughly steady from 2023 to 2026 (+8%). Method
- In 2026 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $41K (2024) to $95K (2022). In 2026 it made 5 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Health Care System Seattle, WA | Unrestricted General | $17,180 |
| Salvation Army NW Divisional HQ Seattle, WA | Unrestricted General | $17,180 |
| Camp Fire USA Seattle, WA | Unrestricted General | $8,590 |
| Boy Scouts of America-Chief Seattle CNCL Seattle, WA | Unrestricted General | $8,590 |
| Seattle Pacific Foundation Seattle, WA | Unrestricted General | $5,727 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,289,224 | $124,875 | $82,499 | $57,267 | 5 | $65,201 | $111,198 | $64,211 |
| 2025 | $1,216,269 | $168,950 | $73,791 | $53,362 | 5 | $60,917 | $155,224 | $59,954 |
| 2024 | $1,138,059 | $31,835 | $59,171 | $41,480 | 5 | $48,267 | $16,573 | $55,397 |
| 2023 | $1,142,955 | $-20,161 | $79,054 | $52,887 | 5 | $59,711 | $12,892 | $54,512 |
| 2022 | $1,243,518 | $350,714 | $117,199 | $94,643 | 5 | $102,846 | $335,545 | $63,102 |
| 2021 | $1,105,701 | $79,272 | $69,547 | $48,820 | 5 | — | $67,625 | $57,141 |
| 2020 | $1,003,288 | $87,705 | $65,527 | $47,704 | 5 | — | $79,459 | $53,981 |
Under IRS private-foundation payout rules, Waldemar L Stein Foundation reported a distributable amount of $64K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Waldemar L Stein Foundation's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$19K (2022) → $19K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $19K, to Bank of America (Trustee).
Frequently asked questions about Waldemar L Stein Foundation
How much does Waldemar L Stein Foundation give each year?
Waldemar L Stein Foundation gave $57K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $53K across 5 grants.
What is Waldemar L Stein Foundation's typical grant size?
Waldemar L Stein Foundation's median grant in 2026 was $8,590, and its average grant was $11,453, across 5 grants on its 2026 IRS Form 990-PF.
Where does Waldemar L Stein Foundation give grants?
Waldemar L Stein Foundation gives mostly in Washington: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Seattle, WA (5 grants).
Does Waldemar L Stein Foundation give general operating support?
Yes: 100% of Waldemar L Stein Foundation's 2026 grants with a stated purpose (5 of 5) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Waldemar L Stein Foundation's largest grantees?
Waldemar L Stein Foundation's largest 2026 grantees include Children's Health Care System ($17,180), Salvation Army NW Divisional HQ ($17,180) and Camp Fire USA ($8,590), according to its 2026 IRS Form 990-PF. Together they received 75% of its itemized 2026 grant dollars.
How large is Waldemar L Stein Foundation?
Waldemar L Stein Foundation reported $1.3M in total assets on its 2026 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).
What is Waldemar L Stein Foundation's EIN?
Waldemar L Stein Foundation's EIN (Employer Identification Number) is 91-6317832. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
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